+27.0%
ALL vs VSH
+118.1%
-91.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.4% | -5.8% | -0.9% |
| 7D | 0.0% | +4.1% | -4.0% | +0.5% |
| 30D | -1.5% | -4.2% | +2.7% | -1.7% |
| 3M | +23.6% | -50.0% | +73.6% | +17.7% |
| 6M | +22.3% | +80.2% | -57.8% | +24.7% |
| YTD | +26.5% | +121.1% | -94.6% | +30.3% |
| 1Y | +27.0% | +112.0% | -85.0% | +27.6% |
| All | +27.0% | +118.1% | -91.1% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling